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BIVRX vs CPCLX
BIVRX vs CPCLX Comparison
Open Charts BIVRX vs CPCLX
Calamos Phineus Long/Short C
Price$16.14
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets1.06B
BIVRX vs CPCLX Comparison Chart
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BIVRX vs. CPCLX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BIVRX is a StrongBuy and CPCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CPCLX has more cash in the bank: 1.06B vs. BIVRX (955M). BIVRX pays higher dividends than CPCLX: BIVRX (3.65) vs CPCLX (2.95). BIVRX was incepted earlier than CPCLX: BIVRX (8 years) vs CPCLX (9 years). BIVRX (3.42) is less costly to investors than CPCLX (3.19). CPCLX is a more actively managed with annual turnover of: 342.00 vs. BIVRX (170.00). CPCLX has a lower initial minimum investment than BIVRX: CPCLX (2500) vs BIVRX (5000). CPCLX annual gain was more profitable for investors over the last year : 4.49 vs. BIVRX (-3.27). BIVRX return over 5 years is better than : 57.83 vs. CPCLX (35.52).
| BIVRX | CPCLX | BIVRX / CPCLX | |
| Total Expense Ratio | 3.42 | 3.19 | 107% |
| Annual Report Gross Expense Ratio | 3.42 | 3.19 | 107% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -1.651 | 6.817 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 1.06B | 90% |
| Annual Yield % from dividends | 3.65 | 2.95 | 124% |
| Returns for 1 year | -3.27 | 4.49 | -73% |
| Returns for 3 years | -31.11 | 13.01 | -239% |
| Returns for 5 years | 57.83 | 35.52 | 163% |
| Returns for 10 years | N/A | N/A | - |
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